How to edit a Sphere bookkeeping registration form

This is the form the user will access through bookkeeping, not what is viewed on the website. When he or she needs to edit the custom fields on the "bookkeeping" form, the user should follow these steps.

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Number:56035

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Blackbaud_Sphere

Phase One: Locate the form being used on the World Wide Web

1. Go to the organization's website2. Click the options to register3. Once you arrive at the registration page, identify the "ievent=" number in the url. Write that sequence down. a. You may want to leave this window open in order to see what items need to be updated on the Sphere form

Phase Two: Edit the form inside Sphere

1. Go to Communities > Forms: Registration2. Hover over the form that needs to be edited, Click Website Info3. Verify the "ievent=" sequence (found in the Web Address) matches the sequence from the url. If it matches, you have the correct form. If it does not match, you need to go back to the list of registration forms and select the correct one.4. Click option 4, Form Customization5. Click the Select button for Sphere Registration Entry, under the second box Sphere entry forms6. Go through the custom fields and activate or deactivate what is appropriate and will match the online form7. Once everything is updated, Click Save and Done8. On the Webinfo Checklist, click the green button, Update your Event Now

Phase Three: Verify the change and enter information

1. To view the form and complete it through the back end, go to Communities > Forms: Registration 2. Hover over the form that needs to be completed, Click Bookkeeping3. You may now enter a single registrant or multiple registrants through the back end with this updated form